BGSIX vs. VUG
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG).
BGSIX is managed by Blackrock. It was launched on May 15, 2000. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGSIX or VUG.
Key characteristics
| BGSIX | VUG | |
|---|---|---|
| YTD Return | 8.28% | 6.66% |
| 1Y Return | 39.39% | 34.22% |
| 3Y Return (Ann) | -1.17% | 6.91% |
| 5Y Return (Ann) | 16.00% | 16.04% |
| 10Y Return (Ann) | 19.19% | 14.78% |
| Sharpe Ratio | 1.92 | 2.17 |
| Daily Std Dev | 20.15% | 15.69% |
| Max Drawdown | -73.48% | -50.68% |
| Current Drawdown | -14.91% | -4.37% |
Correlation
The correlation between BGSIX and VUG is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BGSIX vs. VUG - Performance Comparison
In the year-to-date period, BGSIX achieves a 8.28% return, which is significantly higher than VUG's 6.66% return. Over the past 10 years, BGSIX has outperformed VUG with an annualized return of 19.19%, while VUG has yielded a comparatively lower 14.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BGSIX vs. VUG - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
BGSIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BGSIX vs. VUG - Dividend Comparison
BGSIX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.56%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 0.00% | 0.00% | 0.00% | 6.76% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.56% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
BGSIX vs. VUG - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BGSIX and VUG. For additional features, visit the drawdowns tool.
Volatility
BGSIX vs. VUG - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 7.11% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.